Update survey records when a document signature is declined
If a client declines to sign an envelope in Clicksign, automatically update their survey record in Cognito Forms so team members can address objections.
See all Cognito Forms + Clicksign integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Cognito Forms Explore Cognito Forms →
TriggersFires when a form is submitted in Cognito Forms.
Fires when a respondent finishes a survey in Cognito Forms.
Fires when an existing response is edited in Cognito Forms.
Creates or updates a form or survey in Cognito Forms.
Looks up a specific form response in Cognito Forms.
Adds a respondent or contact to a form in Cognito Forms.
Clicksign Explore Clicksign →
TriggersFires when a document is sent for signature in Clicksign.
Fires when all parties have signed a document in Clicksign.
Fires when a signer declines to sign in Clicksign.
Fires when a pending envelope in Clicksign is voided.
Sends a document out for signature via Clicksign.
Voids a pending envelope in Clicksign.
Checks a document's signing status in Clicksign.
Creates a reusable signing template in Clicksign.
More Cognito Forms + Clicksign workflows
Send signature requests upon form completion
When a user completes an intake or agreement form in Cognito Forms, automatically generate and send an envelope for signature using Clicksign.
See details
Mark respondent status as completed when documents are signed
When an envelope is fully signed in Clicksign, automatically update the matching respondent profile in Cognito Forms to reflect completed compliance.
See details
See all Cognito Forms + Clicksign integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update survey records when a document signature is declined” between Cognito Forms and Clicksign?
Yes — describe it in the box above and Knit's Integrations Agent researches Cognito Forms and Clicksign's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Clicksign to Cognito Forms speed up document collection?
When prospective clients or recruits complete an intake form in Cognito Forms, you can automatically send them a personalized signature envelope through Clicksign.
Can document signing events update my survey records?
Yes, once an envelope is completed, voided, or declined in Clicksign, the corresponding respondent record in Cognito Forms can be updated automatically.